Top of Mind: Return of Reflation
- Top of Mind - Return of Reflation [1:49]
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The prospects for “reflation” are top of mind for investors entering 2017. After a prolonged period of inflation well below the Federal Reserve’s target, market participants’ inflation expectations have risen with the US presidential election and optimism for fiscal stimulus. Goldman Sachs Research’s Allison Nathan explains the shift and its early impact on asset markets.